Wealth Associate

A career as a Wealth Associate at National Bank is an opportunity to showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients.

• Support investment advisors in providing superior customer service and be available to meet client requests.
• Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments).
• Process deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow‑up.
• Analyze, open, and update client files.
• Produce portfolio management reports.
• Manage the administrative aspects of client files by scheduling appointments and preparing for client meetings.
• Ensure adherence to compliance and risk management rules.

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. You will report to the regional manager and team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry.
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
• Completion of CIRE:
  Canadian Investment Regulatory Exam.
• Excellent knowledge of the Microsoft Office suite.
• Excellent customer service skills.

• Communication
• Critical Thinking
• Information Analysis
• Multitasking
• Organization
• Problem Solving
• Stress Management
• Teamwork
• Wealth Management
• Cybersecurity
• Accountability
• Client‑focused
• Detail‑oriented
• Digital Literacy
• Initiative

English

In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family:

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic